+536.2%
ASX vs FGI
-74.8%
+611.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -25.2% | +23.1% | -1.4% |
| 7D | +12.4% | -14.4% | +26.8% | +12.7% |
| 30D | -19.8% | -11.8% | -8.0% | -19.6% |
| 3M | -10.3% | -46.2% | +35.9% | -9.3% |
| 6M | +1.2% | +5.2% | -3.9% | -0.8% |
| YTD | +123.0% | +10.5% | +112.5% | +116.2% |
| 1Y | +145.4% | +25.5% | +119.9% | +136.7% |
| 3Y | +368.6% | -16.0% | +384.6% | +347.5% |
| All | +536.2% | -74.8% | +611.0% | +534.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling